H&R Block
★★★★½ (109 reviews)13100 SE McLoughlin Blvd, Milwaukie, OR 97222
(503) 653-8270
Website: www.hrblock.com/tax-office-near-me/oregon/milwaukie/36199/?otppartnerid=9308&campaignid=pw_mcm_9308_9762&utm_medium=local
Hours: {}
Block Advisors
★★★★½ (74 reviews)13010 SE McLoughlin Blvd, Milwaukie, OR 97222
(503) 659-0078
Website: www.blockadvisors.com/tax-office-near-me/oregon/milwaukie/36213/?otppartnerid=9308&campaignid=pw_mcm_9308_9762&utm_medium=local
Hours: {"Friday":["Closed"],"Monday":["Closed"],"Saturday":["10 AM–2 PM"],"Sunday":["Closed"],"Thursday":["Closed"],"Tuesday":["10 AM–5 PM"],"Wednesday":["12–7 PM"]}
Sunny Tax Service
★★★★½ (57 reviews)16690 SE McLoughlin Blvd, Milwaukie, OR 97267
(503) 654-2100
Website: www.sunnytaxllc.com
Hours: {"Friday":["9 AM–8 PM"],"Monday":["9 AM–8 PM"],"Saturday":["9 AM–8 PM"],"Sunday":["Closed"],"Thursday":["9 AM–8 PM"],"Tuesday":["9 AM–8 PM"],"Wednesday":["9 AM–8 PM"]}
Savvy Tax Chick, LLC
★★★★½ (42 reviews)4160 SE International Way D105, Milwaukie, OR 97222
(503) 344-3850
Website: savvytaxchick.com
Hours: {"Friday":["Closed"],"Monday":["10 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–4 PM"],"Tuesday":["10 AM–4 PM"],"Wednesday":["10 AM–4 PM"]}
Solid State Tax & Life Insurance
★★★★★ (25 reviews)2080 SE Oak Grove Blvd, Milwaukie, OR 97267
(503) 482-2051
Website: www.solidstatetax.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["9 AM–5 PM"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Vector Bookkeeping LLC
★★★★★ (21 reviews)14603 SE Arista Dr Suite B, Milwaukie, OR 97267
(503) 468-1840
Website: vector-bookkeeping.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Gary S. Leavitt, CPA, CVA
★★★☆☆ (13 reviews)17655 SE McLoughlin Blvd STE A, Milwaukie, OR 97267
(503) 387-5480
Website: www.garyleavittcpa.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Verity Accountancy, PC
★★★★★ (5 reviews)4000 SE International Way f203, Milwaukie, OR 97222
(503) 281-5213
Website: veritypc.com
Hours: {"Friday":["8 AM–6 PM"],"Monday":["8 AM–6 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–6 PM"],"Tuesday":["8 AM–6 PM"],"Wednesday":["8 AM–6 PM"]}
Wilber Phillip J
★★★★★ (4 reviews)9703 SE 43rd Ave, Milwaukie, OR 97222
(503) 659-1288
Website: www.pjwcpa.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
TD Consulting Group PC - CPAs, Tax, & Business Advisors
★★★★½ (4 reviews)6400 SE Lake Rd #400, Milwaukie, OR 97222
(503) 786-7320
Website: www.td.cpa
Hours: {"Friday":["8 AM–12 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Tax Tamer
10952 SE 21st Ave # 1, Milwaukie, OR 97222
(503) 659-0626
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
About Tax Preparers in Milwaukie, OR
Finding the right tax preparer in Milwaukie, Oregon, starts with understanding the local landscape. Milwaukie’s economy blends small manufacturing, retail, and a growing number of service-based businesses along McLoughlin Boulevard and SE 42nd Avenue. Many residents also work in Portland or commute to nearby tech and healthcare hubs. This mix of W-2 income, self-employment earnings, and side gigs can create tax situations that go beyond a standard 1040.
A qualified preparer can help Milwaukie residents navigate deductions for home offices, vehicle expenses, or childcare credits. If you’re a small business owner or a freelancer in the area, professional guidance can also help with quarterly estimated payments and local business license requirements. Even retirees or families with investment income may benefit from a preparer who understands Oregon’s specific tax rules.
BeforeTaxUSA.com makes it easy to browse local tax professionals in Milwaukie. Look for someone with experience in your specific financial situation—whether that’s rental property, stock sales, or a recent change in employment. A good preparer will ask questions, explain options clearly, and help you file with confidence.
Frequently Asked Questions
What qualifications should a tax preparer have?
At minimum, a paid tax preparer must have an IRS-issued PTIN. Look for additional credentials like Enrolled Agent (EA) status, CPA license, or completion of the IRS Annual Filing Season Program. These indicate higher levels of training and accountability.
How much does tax preparation cost?
Simple individual returns (W-2 income only) typically cost $100-$300. Returns with itemized deductions, self-employment income, or rental properties can cost $300-$800 or more. Always ask for a fee estimate upfront before committing.
What documents do I need to bring to my tax preparer?
Bring all W-2s, 1099 forms, records of deductible expenses, last year's tax return, Social Security numbers for all family members, bank account information for direct deposit, and any IRS correspondence you have received.
BeforeTaxUSA.com is a free informational directory. Listings are compiled from publicly available data and do not constitute an endorsement or recommendation. Verify credentials, licensing, and reviews independently before engaging any professional. Listings appear in no particular order unless otherwise noted.
Business owners: to update or remove a listing, email info@beforetaxusa.com.